Strategic Alliances

Certified Financial Planner Board of Standards, Inc.

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Financial Planning Association® (FPA®)

The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process.

Paladin Research & Registry

Paladin is a research organization that sponsors a Registry of 5-Star rated financial advisors and firms.

National Association of Personal Financial Advisors (NAPFA)

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Accredited Investment Fiduciary® (AIF®)

Accredited Investment Fiduciary® (AIF®) designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

Motifs are customizable baskets of up to 30 individual stocks or ETFs that represent a unique industry trend, trading strategy, financial goal, or personal value.

Contact us to discuss realizing your life goals with thoughtful financial planning.